Advanced Admin Virtual Training 2022

Aug. 24, Aug. 26, Aug. 29, & Sept. 2
Noon - 3pm ET

It can be hard to find the time to learn how to use improveit 360 to its full potential, let alone practice how new Salesforce flows will affect your automation. Our Advanced Admin Virtual Training is here to help.

Seats Are Limited - Register Today!

Scroll to See Agenda ⬇

Register for AAVT 2022

4 Half-Day Sessions to Help You Better Understand:

  • Object Relationships, Installed Packages, & Sandboxes
  • Field Tracking and Visibility
  • Data Validation
  • User Management
  • Reports, Dashboards, and Folder Management
  • Salesforce Flows

PRICING:
$1,000 per person*
$2,000 to send as many people as you wish*

(*anyone from company can attend but Admin must be there)

Object Relationships, Installed Packages, Sandboxes, and Field Tracking

Data Validation and User Management

Reports, Dashboards, and Folder Management

Introduction to Flows (Replaces Workflow Rules and Process Builder)

Don’t Miss Out On Taking Your Organization to the Next Level!

Seats Are Limited

Enroll

Overview of Topics

Day 1 | Aug 24 from Noon - 3pm ET

Understanding Object Relationships, Installed Packages, and Sandboxes

  • Overview of Salesforce and improveit 360
  • Object Relationships: Life-of-a-lead
  • Managed vs. Unmanaged Packages
  • What is a Sandbox? What are the best uses of the Sandbox?
  • Exercise: Create a sandbox or refresh an existing sandbox

Day 2 | Aug 26 from Noon - 3pm ET

Field Tracking and Visibility

  • Field History Tracking
  • Field Level Security
  • Field Sets vs Page Layouts – When to use Standard Salesforce Page Layout
  • Mini-Page Layouts & Lookup/Search Dialogs
  • Exercise: Create a custom field and add it to a Field Set, a Related List, and a Mini-page Layout

Day 3 | Aug 29 from Noon - 3pm ET

Reports, Dashboards, and Folder Management

  • Profile Settings
  • Report Settings
  • Folder Sharing Options
  • Report Calculations
  • Recommendations & improveit 360 OOB Reports and Dashboards
  • Exercise: Build a Simple Dashboard – We will create 3 Reports, and use them to fill 6 Dashboard Charts in the Sandbox environment

Day 4 | Sept 2 from Noon - 3pm ET

Introduction to Flows (Replaces Workflow Rules and Process Builder)

  • Salesforce announced it will be retiring its original automation methods, Workflow Rules and Process Builder by the end of 2023. All automations will be migrated to Flows
  • Exercise 1: Review any Workflow Rules and Processes already in place in the Org Discuss key uses for Flows – Automating data population, moving data upstream from child to parent records, sending email alerts, creating Task records, and more
  • Exercise 2: Update Project Activity Start Dates to the Project for Measure and Installation activities
  • Exercise 3: Send an Email reminder to the Sales Rep if an Appointment hasn’t been Resulted